New Insight Wealth Advisors’s Rivian RIVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.17M Sell
85,334
-2,902
-3% -$39.9K 0.48% 38
2025
Q1
$1.1M Buy
88,236
+11,141
+14% +$139K 0.5% 39
2024
Q4
$1.03M Sell
77,095
-7,608
-9% -$101K 0.51% 35
2024
Q3
$950K Sell
84,703
-1,791
-2% -$20.1K 0.5% 34
2024
Q2
$1.16M Buy
86,494
+2,849
+3% +$38.2K 0.68% 30
2024
Q1
$916K Buy
83,645
+39,220
+88% +$429K 0.57% 36
2023
Q4
$1.04M Buy
+44,425
New +$1.04M 0.7% 30